Reliance Worldwide (RWC AU) Backs Brookfield's A$4.75/Share Indicative Terms
Do we have another Origin Energy or Pepper Money situation on our hands? AustralianSuper has increased its stake in Reliance to 11.96% from 10.94%,...
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Fletcher Building The Master Plan Needs Some Final Details
It’s been a year since Fletcher Building (FBU) outlined its strategic reset. From here we believe FBU needs to present a clearer picture on what...
107 Views
Aussie Equities Month in Review (July 2019)
After a surge last month, downgrades were well below average during July. However, the ASX 200 again ignored signs earnings were slowing and...
513 Views
Aussie Equities Model Portfolio Update (June): Buy Protection and Cyclical Extension
Buy Australia for its Defensive Qualities. Australia outperforms during periods of global uncertainty and when global interest rates are...
777 Views
One Swallow Does Not a Summer Make for Housing, but Spring Has Arrived for Infrastructure Spending
Australia’s November housing approvals were surprisingly strong, with 17.1% growth on the previous corresponding period, or pcp, to 22,532 units....
244 Views